Experienced investment manager, investment advisor, project finance, and portfolio construction with a track record of more than 5 years in the financial services industry. Skilled in equity, trading, asset management, wealth management, fundraising, and financial advisory.
• Analyze and participate in the development of the company's strategic and growth plan in line with client Services and activities, industry developments, and worldwide trends.
• Ensure Compliance with external regulations and internal policies and develop a compliance framework for clients.
• Develop a customer-centric approach for clients, propose, and develop an improved level of service offerings by and for the company.
• Build and maintain an effective management team while ensuring a good relationship between the shareholders and the Board of the company.
• Oversee all operations of the different teams (Inc. Corporate Services, Client Accounting, Compliance, front office, and fund management) and ensure compliance with the relevant laws and regulations in force and maintain quality.
• Build and strengthen a solid network and relationship management with prospects, new/existing clients, service providers, auditors, and regulatory bodies.
• Act as Director and/or Non-Executive Director on the different companies and structures incorporated.
• Managing the teams and providing relevant coaching and development.